Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)
This list provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
29+ 1.29% |
$7.78K - $8.7K
|
2.28K
$868K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.04% |
$268 - $300
|
2.71K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.11K
$421K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4KNew |
$21.9M - $25.7M
|
93.4K
$35.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
61.5K+ 3841.25% |
$14.4M - $16.9M
|
63.1K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
24.6KNew |
$5.76M - $6.75M
|
24.6K
$9.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.59M - $4.22M
|
15.3K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.85KNew |
$901K - $1.06M
|
3.85K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.62K+ 78.48% |
$849K - $995K
|
8.24K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$680K - $798K
|
2.9K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.16KNew |
$505K - $592K
|
2.16K
$820K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$469K - $550K
|
2K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.84KNew |
$431K - $505K
|
1.84K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.67KNew |
$390K - $458K
|
1.67K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5KNew |
$352K - $412K
|
1.5K
$571K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$295K - $346K
|
1.26K
$478K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.16KNew |
$271K - $317K
|
1.16K
$440K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.12KNew |
$263K - $308K
|
1.12K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.09KNew |
$256K - $301K
|
1.09K
$416K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.02KNew |
$239K - $280K
|
1.02K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
924New |
$217K - $254K
|
924
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
850New |
$199K - $234K
|
850
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
811New |
$190K - $223K
|
811
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
800New |
$187K - $220K
|
800
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
783New |
$184K - $215K
|
783
$298K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
783New |
$184K - $215K
|
783
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
765New |
$179K - $210K
|
765
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
764New |
$179K - $210K
|
764
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
435New |
$102K - $120K
|
435
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
328New |
$76.9K - $90.2K
|
328
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
265+ 30.64% |
$62.1K - $72.8K
|
1.13K
$430K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
185New |
$43.4K - $50.9K
|
185
$70.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
148New |
$34.7K - $40.7K
|
148
$56.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
73New |
$17.1K - $20.1K
|
73
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
56New |
$13.1K - $15.4K
|
56
$21.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 455.56% |
$9.61K - $11.3K
|
50
$19K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37New |
$8.67K - $10.2K
|
37
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.81% |
$3.05K - $3.57K
|
1.62K
$616K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.1% |
$2.34K - $2.75K
|
9.74K
$3.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.01% |
$234 - $275
|
100
$38.1K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.7KNew |
$3.58M - $3.87M
|
14.7K
$5.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$2.64M - $2.85M
|
10.8K
$4.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$2.4M - $2.59M
|
9.83K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.84K+ 3.38% |
$1.91M - $2.06M
|
240K
$91.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$759K - $820K
|
3.11K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.49KNew |
$608K - $657K
|
2.49K
$949K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.56KNew |
$380K - $411K
|
1.56K
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$171K - $184K
|
700
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
73New |
$17.8K - $19.2K
|
73
$27.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52New |
$12.7K - $13.7K
|
52
$19.8K
|
|